From the Transactions page it's possibile to perform the following actions:
Delete one or more transactions
Pair two trasactions as a Transfer
Link two transactions as a Swap
Edit the category for one or more transactions
Read this article to learn how to execute all of the above actions.
How to delete transactions
ℹ️ Important Information
This action is only permitted for transactions imported via CSV files or manually added by the user. It is not possible to delete transactions imported through automatic connections (APIs or public addresses).
select the transactions you want to delete by checking the boxes on the left side
then click on the Delete button at the top right
read the informative banner, then confirm your choice by clicking on the Delete button
done! the selected transactions were permanently deleted from your account
Here's the full article on how to delete a transaction read this guide.
How to pair transfer transactions
ℹ️ Important Information
This action is only allowed when linking a deposit / incoming and a withdrawal / outgoing that meet all of the following conditions:
same currency
same amount or very similar (fees might affect the amount)
same date
very close timestamp (2 hours tolerance applied)
select the transactions you want to link by checking the boxes on the left side
then click on the Transfer button at the top right
confirm your choice by clicking on the Transfer button in the new modal
the transaction category will become Transfer and a link to the paired transaction will be displayed
done! you successfully linked the transfer
Here's the full article on how to pair a transfer read this guide.
How to link swap transactions
ℹ️ Important Information
This action is only permitted between a deposit transaction and a withdrawal transaction of two different currencies.
select the transactions you want to link by checking the boxes on the left side
then click on the Swap button at the top right
confirm your choice by clicking on Yes, connect them in the new modal
the transaction category will become Swap and a link to the paired transaction will be displayed
done! you successfully linked your iutgoing transactions in a swap
Here's the full article on how to link a swap read this guide.
Edit the category for one or more transactions
select the transactions you want to change category by checking the boxes on the left side
then click on the Category button at the top right
select a new category from the dropdown menu and click on Save
done! the category off the selected transactions will be updated
